+310.0%
VIAV vs LII
-8.9%
+318.9%
-52.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | LII | Excess | Alpha |
|---|---|---|---|---|
| 1D | +12.3% | +2.2% | +10.1% | +11.7% |
| 7D | +15.0% | -1.2% | +16.2% | +15.4% |
| 30D | -29.7% | -2.0% | -27.7% | -29.9% |
| 3M | -18.3% | -20.2% | +1.9% | -12.6% |
| 6M | -37.6% | -32.5% | -5.0% | -29.6% |
| YTD | +79.5% | -27.4% | +106.8% | +95.8% |
| 1Y | +79.6% | -28.2% | +107.7% | +96.8% |
| 3Y | +310.0% | -7.2% | +317.2% | +269.7% |
| All | +310.0% | -8.9% | +318.9% | +269.7% |
Cumulative growth
Daily Returns
Daily percentage return beside LII.
Daily Out/Under-Performance
Portfolio return minus LII return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × LII return. Early observations use the first valid beta; later observations use the trailing beta estimated for each date.
Cumulative Out/Under-Performance
Relative wealth over 3y: compounded portfolio wealth divided by compounded LII wealth, less one. Both series rebase at the selected span's start.
Cumulative Alpha
Compounded beta-adjusted residual returns apply the first valid beta to early observations, then the trailing beta ending on each date.
Updating return analytics…
3y analysis · Full analysis span regression · 6 months rolling